Daniel Geoffrey Kohlman – Financial Adviser
Adviser identifying number: 260694
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 08/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HALCYON FINANCIAL SERVICES PTY. LTD.
Authorised Representative identifying number: 257935
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce – Deakin University
- Certified Financial Planner – Deakin University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Daniel Geoffrey Kohlman is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation